Ropes Wealth Advisors’s IDEX IEX Stock Holding History

Ropes Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17	Closed	-$2K	–	559
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	539
2018 Q1	$2K	Hold	17	–	–	﹤0.01%	541
2017 Q4	$2K	Buy	+17	New	+$2.19K	﹤0.01%	720

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ropes Wealth Advisors's IEX Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of IDEX (IEX) in Q3 2018, closing a stake of 17 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in IEX in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 432 funds tracked by Wall St. Rank hold IEX as of Q3 2018.

Ropes Wealth Advisors reported no remaining IDEX position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 17 IDEX shares in Q3 2018, an estimated $2K.
Ropes Wealth Advisors first reported a position in IDEX in Q4 2017 and held it in 3 quarters.
Ropes Wealth Advisors's IDEX position peaked at $2K in Q2 2018.
432 funds tracked by Wall St. Rank held IDEX as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.